TFM
SMAR

TFC Financial Management’s Smartsheet Inc. SMAR Stock Holding History

TFC Financial Management’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1
Closed -$57 – 1067
2024
Q4 		$57 Hold
1
– – ﹤0.01% 892
2024
Q3 		$56 Hold
1
– – ﹤0.01% 916
2024
Q2 		$45 Buy
+1
New +$40 ﹤0.01% 920

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

TFC Financial Management's SMAR Position: Q1 2025 in Review

TFC Financial Management sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 1 share — an estimated $57 sold.

TFC Financial Management first reported a position in SMAR in Q2 2024 and held it in 3 quarters. The position peaked at $57 in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • TFC Financial Management reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • TFC Financial Management sold 1 Smartsheet Inc. share in Q1 2025, an estimated $57.
  • TFC Financial Management first reported a position in Smartsheet Inc. in Q2 2024 and held it in 3 quarters.
  • TFC Financial Management's Smartsheet Inc. position peaked at $57 in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on TFC Financial Management's 13F filing for Q1 2025, filed 24 Apr 2025.